Principal Financial Group
MGK icon

Principal Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Principal Financial Group’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,035,055
Closed -$38.4M – 2441
2020
Q3 		$38.4M Sell
1,035,055
-383,030
-27% -$13.8M 0.03% 416
2020
Q2 		$46.4M Buy
+1,418,085
New +$42.3M 0.04% 355

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Financial Group's MGK Position: Q4 2020 in Review

Principal Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2020, closing a stake of 1,035,055 shares — an estimated $38.4M sold.

Principal Financial Group first reported a position in MGK in Q2 2020 and held it in 2 quarters. The position peaked at $46.4M in Q2 2020. 417 funds tracked by Wall St. Rank hold MGK as of Q4 2020.

  • Principal Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 1,035,055 Vanguard Mega Cap Growth ETF shares in Q4 2020, an estimated $38.4M.
  • Principal Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Principal Financial Group's Vanguard Mega Cap Growth ETF position peaked at $46.4M in Q2 2020.
  • 417 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.